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Energy & utilities

Utility Connections & Engineering Review

Coordinate connection applications, site evidence, capacity and design assessments, applicant conditions and approved delivery packages.

Request a tailored demonstrationExplore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for electricity and gas network connection managers

Utility Connections & Engineering Review workspace interface preview; illustrative records and figures.
Utility Connections & Engineering Review — operational workspaceInterface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Utility Connections & Engineering Review workspace interface preview; illustrative records and figures.
Utility Connections & Engineering Review — operational workspaceInterface preview · Illustrative dataView full interface →
Utility Connections & Engineering Review record interface preview; illustrative records and figures.
Utility Connections & Engineering Review — record and workflow reviewInterface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Service area / asset groupPeriodAssigned teamReview state

Dashboard measures

  • Active operational records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Coordinate connection applications, site evidence, capacity and design assessments, applicant conditions and approved delivery packages. A connection application needs several teams to agree that the site, capacity assessment and engineering conditions are ready for delivery. The system makes the outstanding conditions and accountable reviewers visible, retaining the approved technical position as the application moves forward.

Operational visibility

  • Connection approval lead time
  • Open cases by priority and ageing
  • Service level / cycle time dashboard
  • Escalation and exception report
  • Resolution outcomes and rework

Operations

Operational overview

Review the work position and priority actions.

Connection request intake

Coordinate connection request intake with assigned responsibilities, linked records and review history.

Site evidence

Coordinate site evidence with assigned responsibilities, linked records and review history.

Capacity assessment routing

Coordinate capacity assessment routing with assigned responsibilities, linked records and review history.

Design review

Coordinate design review with assigned responsibilities, linked records and review history.

Condition tracking

Coordinate condition tracking with assigned responsibilities, linked records and review history.

Applicant communications

Coordinate applicant communications with assigned responsibilities, linked records and review history.

Delivery package approval

Coordinate delivery package approval with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Receive site evidence

Receive connection request and site evidence.

02

Commission assessments

Commission capacity and design assessments.

03

Resolve conditions

Resolve applicant and engineering conditions.

04

Approve delivery package

Issue approved connection delivery package.

Governance and control

  • Every case must have an owner, priority and status.
  • Sensitive records must be visible only to authorised roles.
  • Escalation rules must be configurable by severity and elapsed time.
  • Decisions that affect entitlement, safety or payment require accountable human approval.
  • Closed cases may reopen only through a controlled path that preserves history.
  • Jurisdiction-, regulator- or authority-specific rules must be configurable and validated by an authorised domain owner before production use.

Accountable roles

Connection coordinator
Applicant
Network engineer
Design reviewer
Delivery approver

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Case / requestPerson / customerService / issue typeTaskAssignmentDecisionEvidence / communicationResolution

Systems and interfaces

  • Utility GIS
  • Approved network engineering records
  • Connection and delivery systems

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Network engineering studies and utility GIS.

Mobile and tablet access

Capture site evidence and review application conditions in responsive field views.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Highlight missing application material for coordinator review. Engineering conclusions require qualified assessment.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

An example operating scenario

See the process, its exception and the evidence.

A connection request is held for additional site evidence. Engineering records a capacity condition, the applicant submits the required response and the authorised reviewer accepts the design position. The completed delivery package retains all conditions and approvals.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

How is this system adapted to our organisation?

Roles, approval authority, business rules, records and reporting are configured around your operating model. Scope definition connects the required business outcome to workflows, interfaces and acceptance criteria.

How are approvals and responsibilities defined?

Operators, reviewers and authorised decision makers have defined responsibilities. Approval limits, exception handling and access permissions are agreed with your business owners and tested against the selected workflows.

Can it connect with our existing systems?

Interface requirements cover your existing business systems, data ownership, mapping and authentication. Connection design and testing form part of the agreed implementation scope.

What will we review in a solution walkthrough?

Start with a relevant business transaction, then review its approvals, an exception, role permissions and final records. Discuss the integrations, reporting and operating requirements that matter to your organisation.